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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1676
Woodstock Corp
Massachusetts
$477K – – –
SFG
1677
SageGuard Financial Group
Tennessee
$477K +$5.65K +42 +1%
CRCM
1678
Corbett Road Capital Management
Virginia
$476K -$199K -1,477 -32%
CSPIA
1679
Cary Street Partners Investment Advisory
Virginia
$475K -$55K -409 -12%
BDF
1680
Black Diamond Financial
Maryland
$473K -$12.7K -94 -3%
DIM
1681
Delta Investment Management
California
$468K – – –
FCA
1682
FinTrust Capital Advisors
South Carolina
$467K +$41.3K +307 +11%
G
1683
GenTrust
Florida
$466K -$9.15K -68 -2%
PMFA
1684
Plante Moran Financial Advisors
Michigan
$466K +$34.2K +254 +9%
DBT
1685
Dubuque Bank & Trust
Iowa
$465K – – –
HWA
1686
HHM Wealth Advisors
Tennessee
$465K – – –
OPW
1687
Oxler Private Wealth
New York
$465K – – –
IFG
1688
Investors Financial Group
Minnesota
$465K +$135 +1 +0%
Thompson Siegel & Walmsley
1689
Thompson Siegel & Walmsley
Virginia
$464K -$2.15K -16 -0.5%
PVH
1690
Psagot Value Holdings
Israel
$462K -$1.08M -8,000 -73%
Arax Advisory Partners
1691
Arax Advisory Partners
Colorado
$462K +$403K +2,991 New
MGAM
1692
McGowan Group Asset Management
Texas
$459K – – –
CIG
1693
Cairn Investment Group
Washington
$458K – – –
GIP
1694
Greatmark Investment Partners
Georgia
$456K -$135K -1,000 -25%
ACP
1695
Aviance Capital Partners
Florida
$456K -$64.5K -479 -14%
SWA
1696
SFMG Wealth Advisors
Texas
$456K +$33.1K +246 +9%
WIA
1697
Wealthstreet Investment Advisors
Texas
$455K -$2.04M -15,149 -84%
CCA
1698
Childress Capital Advisors
Texas
$455K -$98.6K -733 -20%
CFO
1699
Collective Family Office
Pennsylvania
$453K – – –
CVM
1700
Cheviot Value Management
California
$451K – – –